此外，统计局今日发布数据显示，9月份，社会消费品零售总额41112亿元，同比增长3.2%，增速比上月加快1.1个百分点。按消费类型分，9月餐饮收入4417亿元，增长3.1%。1—9月份，餐饮收入39415亿元，增长6.2%。中信建投认为，随着政策刺激力度加码，顺周期餐饮链有望率先受益于预期改善。Dining stocks rallied in the afternoon, as of the press release, Xiabuxiabu (00520) rose by 9.38% to HK$1.05; Jiumaojiu (09922) rose by 7.76% to HK$3.47; Helens International (09869) rose by 6.05% to HK$2.28.
According to the Securities Times app, dining stocks rallied in the afternoon, as of the press release, Xiabuxiabu (00520) rose by 9.38% to HK$1.05; Jiumaojiu (09922) rose by 7.76% to HK$3.47; Helens International (09869) rose by 6.05% to HK$2.28; Haidilao (06862) rose by 4.88% to HK$15.48.
On the news front, a combination of domestic consumption-stimulating policies has been successively introduced recently. Guosen Securities believes that the dining sector is expected to benefit from both the fundamental and sector sentiment angles, balancing operational performance certainty and the gradual recovery of the consumption environment. In the short term, it is recommended to focus on leading companies with high operational certainty such as Haidilao and Yum China; if subsequent policies continue to exert force, observing the substantial improvement and rebound opportunities in the fundamental operation of the dining sector, it is also recommended to pay attention to oversold individual stocks like Jiumaojiu for rebound opportunities.
Furthermore, the National Bureau of Statistics released data today showing that in September, the total retail sales of consumer goods reached 4,111.2 billion yuan, a year-on-year increase of 3.2%, accelerating by 1.1 percentage points compared to the previous month. Broken down by consumption type, dining revenue in September was 441.7 billion yuan, an increase of 3.1%. From January to September, dining revenue was 3,941.5 billion yuan, growing by 6.2%. China Securities Co., Ltd. believes that with the increased stimulation from policies, the cyclical dining industry is expected to be the first to benefit from anticipated improvements.
